Sanlam Umbrella Fund Defaults Review
The Sanlam Umbrella Fund recently reviewed the default investment strategies and the trustees approved changes to the existing strategies, as well as additional alternative default strategies to cater for divergent client preferences.
Principal Officer – Sanlam Umbrella Fund advert
Sanlam Umbrella Fund has published an advert for a Principal Officer role.
The Sanlam Umbrella Fund and the Protection of Personal Information Act (POPIA), 2013 FAQs
On 2 June 2022 we published a comprehensive update on Sanlam Corporate's implementation of the legislation that you can access in this article. In this document we address additional POPIA FAQs.
Important Updates from the Investment Committee
Prior to July 2022 the Sanlam Wealth Creation Lifestage Strategy was only available to participating employers with previous exposure to this strategy. As from July 2022, the Trustees have approved the inclusion of this strategy for all participating employers as an additional default investment strategy option.
Operational Update
The Operational Update concerns Policy Protection Rule 13, Policyholder requirements to ensure compliance and Implications of not providing member contact details to Sanlam.
Imali Zam Member Education Initiative
The Imali Zam (My Money) Member Education Sessions are aimed at helping members to better understand their savings and benefits. The next Imali Zam Member Education Session is scheduled for 21 July 2022.